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Next Gen Personal Finance


Oct 18, 2019

The daughter of a financial planner, Liz saw first hand how her Mom's practice helped families manage their money more effectively..so she eventually followed in her footsteps. In this NGPF podcast, Liz shares her approach to working with her clients, why she believes so strongly in a fee-only structure for financial planners and details some client success stories. In her new book, Beyond Piggy Banks and Lemonade Stands, Liz provides a "how-to" book to help parents with young children teach them the basics of money with a focus on real-world activities. From Liz's perspective, learning to manage money should be an active process and she provides lots of fun examples in this podcast. Enjoy!